SIMPLIFY HEDGED EQUITY ETF
Symbol: HEQT
Exchange: NYSE
Sector: Technology
Category: Equity Hedged
Inception date: 01/11/2021
Latest date: 20/07/2026
Current price: $33.56
Expense ratio: 0.43%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
0.57%
Ann. -33.89% (Sharpe / Sortino numerator)
Volatility
11.95%
Sharpe ratio
-3.140
VaR 95%
-1.09%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
3.10%
Ann. -9.00% (Sharpe / Sortino numerator)
Volatility
9.27%
Sharpe ratio
-1.362
VaR 95%
-1.06%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
5.44%
Ann. 0.92% (Sharpe / Sortino numerator)
Volatility
8.02%
Sharpe ratio
-0.338
VaR 95%
-0.97%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
12.08%
Ann. 10.10% (Sharpe / Sortino numerator)
Volatility
8.48%
Sharpe ratio
0.763
VaR 95%
-0.94%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
22.86%
Ann. 10.30% (Sharpe / Sortino numerator)
Volatility
8.70%
Sharpe ratio
0.767
VaR 95%
-0.99%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
43.44%
Ann. 12.23% (Sharpe / Sortino numerator)
Volatility
7.95%
Sharpe ratio
1.082
VaR 95%
-0.80%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.
Average daily return
0.047%
Best day
2.008%
Worst day
-1.408%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $33.70 | $33.71 | $33.54 | $33.56 | 15,800 |
| 17/07/2026 | $33.50 | $33.69 | $33.50 | $33.57 | 90,200 |
| 16/07/2026 | $33.71 | $33.77 | $33.65 | $33.68 | 31,200 |
| 15/07/2026 | $33.73 | $33.79 | $33.68 | $33.79 | 15,400 |
| 14/07/2026 | $33.65 | $33.73 | $33.65 | $33.72 | 19,900 |
| 13/07/2026 | $33.71 | $33.73 | $33.61 | $33.66 | 28,200 |
| 10/07/2026 | $33.68 | $33.77 | $33.67 | $33.77 | 22,800 |
| 09/07/2026 | $33.59 | $33.69 | $33.54 | $33.66 | 40,000 |
| 08/07/2026 | $33.47 | $33.55 | $33.38 | $33.55 | 85,200 |
| 07/07/2026 | $33.58 | $33.61 | $33.52 | $33.56 | 41,700 |